To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
Chris Thorpe is a Chartered Financial Planner, specialising in wealth management, retirement planning and estate planning for private individuals and business owners.
We give you the peace of mind that your financial planning is in order. We put you in the picture about what you need to do to achieve the best financial position and the lifestyle you want, today and tomorrow.
If you want to plan your financial life, in the knowledge that the plan and the supporting policies are independently researched to ensure the best quality and cost, then we need to have a chat.
Airedale House, 423 Kirkstall Road, Leeds, West Yorkshire, LS4 2EW
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